Advisor at Beacon Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beacon Capital, LLC
Location
Cedar Rapids, IA 52402
Credentials
Series 65
Industry experience
2 years
Cole Erickson is a financial advisor at Beacon Capital, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at CME, Inc., where he is also an owner and insurance agent, and earlier positions in insurance services and construction. Beacon Capital, LLC provides discretionary asset management and acts as a 3(21) ERISA advisor for individuals, corporations, and retirement plans. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolios according to clients’ goals, time horizons, and risk tolerances.
Based on Beacon Capital, LLC
Based on Beacon Capital, LLC
$0 - $250,000: 2.20% annually $250,001 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.80% annually $1,000,001 - $2,000,000: 1.60% annually $2,000,001 - $5,000,000: 1.45% annually $5,000,001 - $10,000,000: 1.30% annually $10,000,001+: 1.15% annually
375 Collins Road Ne,, Suite 120
Cedar Rapids, IA 52402
Iowa
Beacon Capital, LLC
2024 - Present (2 years)
CME, Inc.
2022 - Present (4 years)
Sole Proprietor
2021 - 2022 (1 year)
Bankers Life Advisory Services, Inc
2021 - 2021 (1 year)
Bankers Life & Casualty, Inc
2020 - 2021 (1 year)
Iowa Family Farms
2017 - 2020 (3 years)
ASG Construction
2017 - 2018 (1 year)
Sexton Construction
2015 - 2016 (1 year)
Full-Time Student
2011 - 2020 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 65, Series 66
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Series 63, Series 65
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CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
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